Fidelity Canada
The Portfolio Strategist role involves promoting Fidelity’s portfolio construction capabilities through direct engagement with financial advisors across a dedicated sales region. Acting as a trusted consultant, the position delivers portfolio insights, supports the creation of customized model portfolios, and provides expertise on product offerings and industry trends. The role requires collaboration with internal teams to educate advisors and contribute to asset allocation discussions and investment strategy.
Fidelity Investments Canada offers Mutual Fund and ETFs investing to help you reach your financial goals.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Fidelity Canada.